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Lakeshore Financial Planning’s Verizon VZ Stock Holding History

Lakeshore Financial Planning’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,629
Closed -$203K – 90
2025
Q3 		$203K Hold
4,629
– – 0.08% 81
2025
Q2 		$200K Sell
4,629
-6
-0.1% -$260 0.08% 75
2025
Q1 		$210K Buy
+4,635
New +$193K 0.09% 73

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Lakeshore Financial Planning's VZ Position: Q4 2025 in Review

Lakeshore Financial Planning sold out of Verizon (VZ) in Q4 2025, closing a stake of 4,629 shares — an estimated $203K sold.

Lakeshore Financial Planning first reported a position in VZ in Q1 2025 and held it in 3 quarters. The position peaked at $210K in Q1 2025. 3,108 funds tracked by Wall St. Rank hold VZ as of Q4 2025.

  • Lakeshore Financial Planning reported no remaining Verizon position as of Q4 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 4,629 Verizon shares in Q4 2025, an estimated $203K.
  • Lakeshore Financial Planning first reported a position in Verizon in Q1 2025 and held it in 3 quarters.
  • Lakeshore Financial Planning's Verizon position peaked at $210K in Q1 2025.
  • 3,108 funds tracked by Wall St. Rank held Verizon as of Q4 2025.

Based on Lakeshore Financial Planning's 13F filing for Q4 2025, filed 17 Feb 2026.